GOVERNMENT PORTFOLIO ADVISORS LLC
Portland, OR
AUM
$35.09B
Wealth MgmtInstitutionalFee-Only/Hourly
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
503-248-9973
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in OR
261 advisers found
STANCORP INVESTMENT ADVISERS, INC.
Portland, OR
AUM
$34.50B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
800-858-5420
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$10.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
101-250
Fees
Percentage of AUM
503-226-1444
KINGSVIEW WEALTH MANAGEMENT, LLC
Grants Pass, OR
AUM
$8.96B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
95 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
312-870-6701
NORTHWEST CAPITAL MANAGEMENT INC.
Lake Oswego, OR
AUM
$8.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-597-1616
ALDRICH WEALTH LP
Lake Oswego, OR
AUM
$7.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
503-620-5329
CAMPBELL GLOBAL
Portland, OR
AUM
$7.02B
Wealth MgmtInstitutional
Team
31 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
503-275-9675
NORTHSIDE CAPITAL MANAGEMENT LLC
Hood River, OR
AUM
$6.94B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
541-387-2080
FOCUSPOINT SOLUTIONS, INC.
Portland, OR
AUM
$6.78B
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
503-445-1957
STAFFORD CAPITAL PARTNERS LIMITED
London, OR
AUM
$6.75B
Wealth MgmtInstitutional
Team
29 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44-203-988-5796
JENSEN INVESTMENT MANAGEMENT INC.
Lake Oswego, OR
AUM
$6.48B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM
503-726-4384
BECKER CAPITAL MANAGEMENT, INC.
Portland, OR
AUM
$5.73B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
503-223-1720
VISTA CAPITAL PARTNERS, INC.
Portland, OR
AUM
$3.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM
503-772-9500
M HOLDINGS SECURITIES, INC.
Portland, OR
AUM
$3.21B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
171 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
800-656-6960
DESCHUTES INVESTMENT CONSULTING, LLC
Portland, OR
AUM
$2.89B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
503-224-3700
MULTNOMAH GROUP, INC.
Portland, OR
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
503-772-0159
PHILLIPS AND COMPANY ADVISORS LLC
Portland, OR
AUM
$2.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
503-224-0858
VARIANT INVESTMENTS
Portland, OR
AUM
$2.64B
Wealth Mgmt
Team
32 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
503.563.0700
SELLWOOD INVESTMENT PARTNERS LLC
Portland, OR
AUM
$2.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
(503) 596-2880
HUMAN INVESTING
Lake Oswego, OR
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-905-3100
TPG FINANCIAL ADVISORS, LLC
Portland, OR
AUM
$2.22B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
503-241-9550
CS PLANNING CORP
Portland, OR
AUM
$1.96B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
49 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
503-292-5853
ENDEAVOUR CAPITAL
Portland, OR
AUM
$1.89B
Wealth Mgmt
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
503-223-2721
SAPIENT PRIVATE WEALTH MANAGEMENT, LLC
Eugene, OR
AUM
$1.75B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
541-762-0300
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